How to send quotes using Band Pencil

Although Band Pencil doesn't have a dedicated quoting tool we've made it super easy to send booking acceptance contracts to your clients. Here's a straightforward step-by-step guide on how to do it:

1. Create a New Event:

   • Start by adding a new event in Band Pencil (if a client has enquired through the lead capture form, this information will already be in Band Pencil).
   • Enter all the necessary event details.

2. Add your Client:

   • Next, add your client to the event (if the client enquired through the lead capture form, this information will already be in Band Pencil).

3. Generate an Invoice:

   • Create an invoice for the event. This is where you can list the services or items you're quoting.

4. Create a Contract:

   • Assign a contract to the event and give it a title like "Quote Agreement."
   • Include the specific terms and conditions for the quote within this contract.

5. Send the Quote to the Client:

   • Send an email to the client, providing them with access to the Client Portal.
   • In the Client Portal, they can view all the event details, the invoice, and the contract titled 'Quote Agreement' contract.
   • If they're satisfied with the quote and terms, they can digitally sign the Quote Agreement contract.

Pro Tip: To make your quoting process even more efficient, you can create contract templates and email templates that you can reuse for future quotes.